Quick Overview
Seniority
Mid Senior
Work mode
Hybrid
Location
United States
Posted
15 hours ago
CRMOutreach
Job Description
Job Description
Farm Bureau Financial Services is seeking an Insurance Sales Agent to help clients protect what matters most. This role is more than just sales, it’s about building trusted relationships and being a pillar in the community. Agents provide guidance and support to individuals and families, helping them understand their insurance options and secure their futures.
Ongoing training and education to support your growth
- Proven programs designed to help agents succeed long-term
- Backing of a trusted organization with a strong community presence
- Incentive travel opportunities and cash bonuses
- Guide clients through the claims process when needed
Manage policy renewals and maintain ongoing client relationships
Provide personalized insurance and financial solutions to help clients protect their assets and plan for the future
Prospect and develop new business through networking, referrals, community involvement, and proactive outreach
Conduct thorough needs assessments and deliver clear, value-focused recommendations across a broad product portfolio (Home, Auto, Life, Retirement, and more)
Educate clients on coverage options, risk management, and financial planning strategies to support confident decision-making
Deliver exceptional customer service by responding promptly to inquiries, servicing existing policies, and proactively identifying coverage gaps
Stay current on industry trends, products, and regulatory requirements to ensure knowledgeable and compliant guidance
Collaborate with internal teams and take advantage of training, coaching, and support resources to continuously improve performance
Set and achieve sales and service goals, tracking progress and adjusting strategies to drive consistent growth
Represent Farm Bureau Financial Services in the community, strengthening brand presence and building trust through local engagement
Demonstrated experience in creating and executing marketing and sales plans is required
Ability to manage office operations and hire staff
Proven track record of personal or professional success
Demonstrated success in sales, with a consistent track record of meeting or exceeding performance goals
Strong relationship‑building skills, with the ability to establish trust and long‑term client loyalty
Experience managing business operations
Excellent communication skills, with the ability to clearly explain complex insurance and financial concepts
Experience in the financial services or insurance industry preferred, but not required
Familiarity with CRM systems and technology tools to maintain accurate client and business records is an asset
Farm Bureau Financial Services offers a broad range of life insurance, annuity, and investment products distributed by multiline exclusive Farm Bureau agents. Helping complete the financial services offering, advisors offer wealth management and financial planning services.
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